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yaman123's avatar
yaman123
Post Partisan
5 years ago
Solved

YTD without a date column

Hi all,    I need help with creating a measure which will give me the YTD value without a date column.    I have a measure which calculates the budget per category Total Budget Values = SUMX(VA...
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  • Anonymous's avatar
    Anonymous
    5 years ago

    yaman123 

    You can create a separate distinct table to use the period as the slicer, then create a measure to get expected value.

     

    Period = DISTINCT('Table'[Period])
     
    Measure = CALCULATE(SUM('Table'[Budget Value]),FILTER(ALLSELECTED('Table'),[Category]=MAX([Category]) && [Period]<=SELECTEDVALUE(Period[Period])))

     

     

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FarhanAhmed's avatar
FarhanAhmed
Community Champion
5 years ago

Can you please share some sample data for your requirement along with desired results?

yaman123's avatar
yaman123
Post Partisan
5 years ago

Hi FarhanAhmed 

 

I am hoping this makes sense. 

 

In yellow is what i expect. It should give me the YTD total per category when i select a account period from a slicer. E.g if i select account period 4, the total for consultancy is 600 and for IT costs is 120000. 

 

  • FarhanAhmed's avatar
    FarhanAhmed
    Community Champion
    5 years ago

    Try something like this.

     

    _YTD = CALCULATE(SUM('YTD'[Budget]),FILTER(ALLEXCEPT('YTD','YTD'[Category]),'YTD'[PeriodID]<=MAX('YTD'[PeriodID])))